Returns
Instructions on how to send Returns Data to Bold Metrics.
There are two methods to send returns data to Bold Metrics: File Drop (SFTP/Email) or through our Loop Returns integration.
Getting Started with Loop Returns
We have an easy, two-step integration through our returns partner, Loop, in order to connect your returns to Bold Metrics.
Click ‘Generate API Key’.
Select the ‘Return’ box, and click ‘Generate’.
Once these steps have been completed, please pass along the API Key to your Bold Metrics Account Manager.
Getting Started with SFTP
Your Bold Metrics representative will send you a returns template with the expected data contract. This contains the columns that are both required and optional for our data team to provide performance analysis. Please check your returns data and make sure your team is able to match the data contract from the returns template. Note - if this data contract is not met, Returns Reporting will not be available.
Once Bold Metrics has confirmed the sample data, your team sends this data to the Bold Metrics SFTP on a regular basis. The steps involved are outlined below:
Send a sample of the returns data using the returns template
Supply Bold Metrics with a public SSH key
After step two is completed, Bold Metrics will supply your team with SFTP information
Returns Template
The below sheet includes fields that are both required and optional for our reporting to work. If you are an SFTP client, it is required to pass Bold Metrics this data in the below format as a .csv.
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